+9.1%
JPM vs PLTU
-47.3%
+56.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | -0.1% |
| 7D | +1.6% | +21.9% | -20.3% | +1.1% |
| 30D | +3.4% | -35.3% | +38.7% | +4.3% |
| 3M | -5.7% | -7.7% | +2.0% | -5.9% |
| 6M | +13.5% | +24.2% | -10.7% | +11.5% |
| YTD | +8.4% | -37.5% | +46.0% | +8.7% |
| 1Y | +9.1% | -43.6% | +52.6% | +10.0% |
| All | +9.1% | -47.3% | +56.3% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling